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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2426	AIC Archer Investment Corporation Carmel, Indiana	$72.3K	-$29.7K	2	0.03%	Reduced
2427	ME McIlrath & Eck Arlington, Washington	$72K	-$2.86K	4	0.03%	Reduced
2428	NG NWK Group San Francisco, California	$72K	$0	1	0.03%	Maintained
2429	TLFA True Link Financial Advisors San Francisco, California	$70K	+$64.1K	1	0.01%	New
2430	IA IFS Advisors Overland Park, Kansas	$68K	+$65.9K	1	0.05%	New
2431	TI Truehand Inc Strafford, New Hampshire	$68K	$0	1	0.04%	Maintained
2432	HI Human Investing Lake Oswego, Oregon	$67K	$0	1	0.02%	Maintained
2433	PS Planned Solutions Folsom, California	$66K	+$4.57K	3	0.05%	Increased
2434	CCA Column Capital Advisors Indianapolis, Indiana	$65K	-$115K	3	0.02%	Reduced
2435	Benjamin Edwards Inc Clayton, Missouri	$64K	+$10.7K	1	0.05%	Increased
2436	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$60K	$0	1	0.02%	Maintained
2437	DWP Destiny Wealth Partners Tavares, Florida	$60K	+$55.8K	2	0.01%	New
2438	SWM Selective Wealth Management Forest, Virginia	$59K	$0	2	0.04%	Maintained
2439	FWM Focused Wealth Management Newburgh, New York	$57K	+$2.5K	2	0.01%	Increased
2440	GW&K Investment Management Boston, Massachusetts	$57K	$0	1	0%	Maintained
2441	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$55K	-$4.12K	1	0.02%	Reduced
2442	EWA Evolution Wealth Advisors Aventura, Florida	$54K	+$12.1K	4	0.01%	Increased
2443	SL Savior LLC Wellesley Hills, Massachusetts	$53K	+$3.37K	3	0.04%	Increased
2444	WFA West Financial Advisors Des Moines, Iowa	$52K	+$48.2K	1	0.02%	New
2445	LF Lee Financial Dallas, Texas	$51K	-$4.59K	3	0.01%	Reduced
2446	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$51K	+$50.6K	2	0.04%	New
2447	HFA Hoover Financial Advisors Malvern, Pennsylvania	$50K	+$48.9K	2	0.01%	New
2448	BA Bellwether Advisors Lincoln, Nebraska	$48K	+$47.2K	2	0.02%	New
2449	CAM Costello Asset Management Feasterville, Pennsylvania	$46K	$0	1	0.03%	Maintained
2450	DI Disciplined Investments Tulsa, Oklahoma	$45K	-$18.7K	2	0.03%	Reduced